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iShares S&P 500 Value Index shares owned by Union Savings Bank

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Union Savings Bank from 13F filings

Historical chart of Union Savings Bank investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $419k 2.2k 186.81
2023-12-31 $390k 2.2k 173.89
2023-09-30 $419k 2.7k 153.84
2023-06-30 $457k 2.7k 166.75

More positions owned by Union Savings Bank

Berkshire Hathaway Common Stock (BRK.A)
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Idexx Laboratories Common Stock (IDXX)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index